Winslow Evans & Crocker’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Winslow Evans & Crocker’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-71	Closed	–	–	1145
2020 Q2	$0	Sell	71 -1	-1%	-$5	﹤0.01%	1166
2020 Q1	$2K	Hold	72	–	–	﹤0.01%	1060
2019 Q4	$2K	Hold	72	–	–	﹤0.01%	1110
2019 Q3	$2K	Hold	72	–	–	﹤0.01%	1102
2019 Q2	$2K	Sell	72 -474	-87%	-$3.36K	﹤0.01%	1100
2019 Q1	$4K	Buy	546 +474	+658%	+$3.39K	﹤0.01%	1047
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	1049
2018 Q3	$2K	Hold	72	–	–	﹤0.01%	1062
2018 Q2	$2K	Hold	72	–	–	﹤0.01%	1071
2018 Q1	$604	Hold	72	–	–	﹤0.01%	1089
2017 Q4	$618	Hold	72	–	–	﹤0.01%	1087
2017 Q3	$548	Buy	72 +1	+1%	+$8	﹤0.01%	1082
2017 Q2	$558	Sell	71 -1	-1%	-$7	﹤0.01%	1231
2017 Q1	$516	Hold	72	–	–	﹤0.01%	1208
2016 Q4	$544	Hold	72	–	–	﹤0.01%	1208
2016 Q3	$480	Hold	72	–	–	﹤0.01%	1255
2016 Q2	$408	Buy	72 +1	+1%	+$6	﹤0.01%	1242
2016 Q1	$427	Sell	71 -1	-1%	-$6	﹤0.01%	1242
2015 Q4	$540	Hold	72	–	–	﹤0.01%	1318
2015 Q3	$542	Hold	72	–	–	﹤0.01%	1245
2015 Q2	$632	Hold	72	–	–	﹤0.01%	1254
2015 Q1	$550	Hold	72	–	–	﹤0.01%	1235
2014 Q4	$518	Sell	72 -1,852	-96%	-$14.1K	﹤0.01%	1257
2014 Q3	$15.8K	Buy	1,924 +1,853	+2,610%	+$15.2K	﹤0.01%	796
2014 Q2	$601	Hold	71	–	–	﹤0.01%	1255
2014 Q1	$614	Sell	71 -954	-93%	-$8.93K	﹤0.01%	1236
2013 Q4	$11K	Buy	+1,025	New	+$10.2K	﹤0.01%	879

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Winslow Evans & Crocker's SMFG Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2020, closing a stake of 71 shares.

Winslow Evans & Crocker first reported a position in SMFG in Q4 2013 and held it in 27 quarters. The position peaked at $15.8K in Q3 2014. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

Winslow Evans & Crocker reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 71 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2020.
Winslow Evans & Crocker first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and held it in 27 quarters.
Winslow Evans & Crocker's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $15.8K in Q3 2014.
201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.